HRC Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

HRC Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75.8M	Sell	2,238,645 -10,709	-0.5%	-$355K	30.99%	1
2026 Q1	$65.5M	Buy	2,249,354 +1,291	+0.1%	+$40.1K	30.96%	1
2025 Q4	$73.3M	Sell	2,248,063 -21,710	-1%	-$706K	35.12%	1
2025 Q3	$72.4M	Buy	2,269,773 +2,043	+0.1%	+$62.3K	35.32%	1
2025 Q2	$66.2M	Buy	2,267,730 +118,980	+6%	+$3.15M	35.31%	1
2025 Q1	$53.8M	Sell	2,148,750 -9,619	-0.4%	-$263K	33.39%	1
2024 Q4	$60.2M	Buy	2,158,369 +49,361	+2%	+$1.35M	35.71%	1
2024 Q3	$54.9M	Buy	2,109,008 +7,332	+0.3%	+$185K	35.48%	1
2024 Q2	$53M	Buy	2,101,676 +53,048	+3%	+$1.25M	36.28%	1
2024 Q1	$47.5M	Buy	2,048,628 +15,864	+0.8%	+$351K	34.7%	1
2023 Q4	$42.2M	Buy	+2,032,764	New	+$39.3M	36.28%	1

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

HRC Wealth Management's SCHG Position: Q2 2026 in Review

HRC Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.48% in Q2 2026, selling an estimated $355K and leaving 2,238,645 shares worth $75.8M. The position accounts for 30.99% of the portfolio, ranked #1.

HRC Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

HRC Wealth Management held 2,238,645 shares of Schwab US Large-Cap Growth ETF worth $75.8M as of Q2 2026.
HRC Wealth Management sold 10,709 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $355K.
Schwab US Large-Cap Growth ETF made up 30.99% of HRC Wealth Management's portfolio in Q2 2026, its #1 holding.
HRC Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.